See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,407 | $89,753+114.4% | $107,525+78.9% | $84,808+126.9% |
| Participation rate | 78.9% | 68.1%+10.9pp | 75.1%+3.9pp | 68.3%+10.6pp |
| Annual return | 34.80% | 29.48%+5.3pp | 181.32%-146.5pp | 40.90%-6.1pp |
| Employer contribution / active EE | $8,150 | $3,113+161.8% | $3,754+117.1% | $2,631+209.8% |
| Participant deferral / active EE | $7,378 | $4,056+81.9% | $5,116+44.2% | $4,212+75.2% |
| Admin fee / account holder | $13,070 | $7,222+81.0% | $8,919+46.5% | $7,344+78.0% |